Hello, in this lesson we’ll learn about Funraise’s Peer-to-Peer features on a Campaign Site.
Peer-to-peer is a common and highly effective online fundraising strategy. Peer-to-peer campaigns have an overall goal and invite individuals to create their own fundraising pages that will contribute to this goal.
Your supporters can create their own pages, and if you’ve enabled it, they can personalize their page’s top banner or add custom images or videos to their page. When fundraisers share their goals with their friends and family, they grow your organization's reach—which contributes to both brand awareness and donation revenue.
Peer-to-peer fundraisers bring in new donors to your campaign, enabling you to reach a larger goal and setting up your organization for future success as you nurture these new donor relationships.
Funraise’s Campaign Site editor enables you to maximize your campaign impact with peer-to-peer features. There’s a lot you can do; let’s start by creating a Campaign Site.
Sites can be accessed in your platform side menu. And we’ll click New Campaign Site. Here we’ll just need to enter a few settings for our site, including the site name, goal, and end date. We also customize the URL.
When creating a site, we can toggle on peer-to-peer settings. We can also activate peer-to-peer any time after creating the site, so we’ll skip this step and just create our site.
Ok, now we’ve got our Campaign Site… let’s jump into settings to activate and learn more about peer-to-peer features. You can access settings in the top bar of your site editor.
Inside settings, click the Peer-to-Peer tab. Here we can activate and edit our peer-to-peer settings. It’s good to know that you can activate or deactivate peer-to-peer settings anytime during your campaign.
Let’s start by toggling Peer-to-Peer on!
Now we can edit details about our fundraiser’s experience.
First, we can enter a default goal amount for our fundraiser. This is the goal suggested when a fundraiser signs up, but each fundraiser can set their own custom goal.
Next, you can add supporter tags. Tags are helpful for building segmented lists of Supporters. While there are several ways to build fundraiser segments, it’s a good idea to tag supporters who sign up to fundraise for this campaign so you’ll always have a record of it easily seen on their supporter profile. You might enter something like "your_campaign _name _fundraiser". Tags start with a # and can not contain spaces. You can learn more about tags in our written documentation.
Next up, we can control the visibility or required-ness of contact information fields that can be presented to a supporter who signs up to create a fundraising page.
We can also choose to enable team pages. This will allow fundraisers to create and join fundraising teams. Teams can have many members and their own goal, which the members' fundraising pages will contribute towards.
An individual who creates a team will be the team admin and will have access to edit the team’s page details. An admin can also reassign admin privileges to another fundraiser.
Next up, we can empower our fundraisers to further personalize their individual fundraising pages.
Enabling a custom background allows fundraisers to upload a custom banner image, which will replace your template image. Enabling the media grid allows fundraisers to add images and videos to the body of their fundraising page.
It’s good to know that all fundraisers can personalize their page’s title, appeal text, and profile image, regardless of these additional settings.
You can also add custom questions to the fundraising sign up flow. For example, if your campaign includes a free T-shirt for fundraisers who raise over $500, you can add a question for the fundraiser’s T-shirt size here.
And finally, Commitments. Commitments are an advanced feature that is only used for specific types of peer-to-peer campaigns where the fundraiser is required to commit to raise a certain amount. If the fundraiser does not raise that amount by a set date, the fundraiser’s payment method will be charged the remainder.
You might use commitments if you’re running service trips and your participants can fundraise for the cost of their trip but are required to cover the costs whether or not they can fundraise the full amount.
When you toggle on commitments, the fundraiser will be required to enter a valid payment method during the signup flow. You can set the commitment amount and the date this amount should be raised by.
When new commitments are created, you’ll be able to manage them in the Transaction section of the platform. You can learn more about commitments at our knowledge base.
For now, it’s good to know that in most cases, you will want to leave commitments off.
Great, now that we’ve toggled on Peer-to-Peer features and configured our settings, let’s click Save, and jump back into our editor.
With peer-to-peer enabled, you’ll notice a few new options in your editor.
First, your buttons will now have a new action type called Fundraiser Signup; when this is selected the button will launch the fundraiser signup flow.
And second, you’ll see that you have access to more pages in your editor page selector. These additional pages are important for your campaign and can be customized just like your homepage.
First, the login page. This page template is used for both the login screen and the fundraiser sign up flow.
Next up, you can edit your fundraiser’s page template. This is what your fundraising pages will look like. It's important to remember that your fundraiser will be able to customize their name, page title, appeal text, and profile image, so this section includes placeholder content.
The team page is very similar to the fundraiser page, but with one extra important section. You’ll want to ensure that your team page includes the section that lists all the team members!
And finally, we also have access to edit the fundraiser search page. This is where your site visitors can search for fundraisers or teams.
Alright, that’s the basics for Peer-to-Peer configuration on your Campaign Site.
Before we go, here are two big tips…
First, we’ve got a homepage template for Peer-to-Peer campaigns. If you’re just getting started with Peer-to-Peer, consider starting with a template.
You can apply a page template from the page actions menu and then select the Peer-to-Peer campaign template.
We learn more about templates in another lesson.
And the second tip… When you activate Peer-to-Peer features on your site, you also activate a complete set of email notifications for this campaign. These email notifications can be sent to your fundraisers based on activity on their page.
Okay, see you soon!
